Congress Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Congress Wealth Management’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$30.2M	Sell	284,836 -8,672	-3%	-$829K	0.29%	81
2025 Q1	$26.5M	Sell	293,508 -9,736	-3%	-$961K	0.32%	74
2024 Q4	$30.4M	Buy	303,244 +63,372	+26%	+$6.23M	0.42%	55
2024 Q3	$22.5M	Sell	239,872 -356,212	-60%	-$32.3M	0.3%	85
2024 Q2	$54.3M	Buy	596,084 +2,928	+0.5%	+$250K	0.86%	19
2024 Q1	$50M	Sell	593,156 -34,948	-6%	-$2.82M	0.86%	20
2023 Q4	$47.6M	Buy	628,104 +36,016	+6%	+$2.55M	0.87%	17
2023 Q3	$39.4M	Buy	592,088 +564,748	+2,066%	+$39M	0.81%	23
2023 Q2	$1.88M	Sell	27,340 -7,244	-21%	-$461K	0.04%	270
2023 Q1	$2.11M	Sell	34,584 -144,784	-81%	-$8.34M	0.05%	259
2022 Q4	$9.61M	Buy	179,368 +126,272	+238%	+$6.95M	0.25%	128
2022 Q3	$2.79M	Buy	53,096 +25,340	+91%	+$1.49M	0.08%	241
2022 Q2	$1.52M	Sell	27,756 -4,048	-13%	-$243K	0.04%	300
2022 Q1	$2.21M	Sell	31,804 -20,052	-39%	-$1.37M	0.05%	288
2021 Q4	$3.96M	Buy	+51,856	New	+$3.84M	0.08%	249

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Congress Wealth Management's IWF Position: Q2 2025 in Review

Congress Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 3% in Q2 2025, selling an estimated $829K and leaving 284,836 shares worth $30.2M. The position accounts for 0.29% of the portfolio, ranked #81.

Congress Wealth Management first reported a position in IWF in Q4 2021 and has held it in 15 quarters since. The position peaked at $54.3M in Q2 2024. 2,299 funds tracked by Wall St. Rank hold IWF as of Q2 2025.

Congress Wealth Management held 284,836 shares of iShares Russell 1000 Growth ETF worth $30.2M as of Q2 2025.
Congress Wealth Management sold 8,672 iShares Russell 1000 Growth ETF shares in Q2 2025, an estimated $829K.
iShares Russell 1000 Growth ETF made up 0.29% of Congress Wealth Management's portfolio in Q2 2025, its #81 holding.
Congress Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 15 quarters since.
Congress Wealth Management's iShares Russell 1000 Growth ETF position peaked at $54.3M in Q2 2024.
2,299 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.